Customizing the Current Status Lookup in the Work Order Process

Applies to All


 This process cannot be done from a mobile device.

Creating your own customized default terms in the status field is easy to do and can be done by following the following steps:

Step 1.

Click on the  Work Orders icon on the main ribbon.


Step 2.

Click on the  Module Settings icon on the far-right side of the ribbon.


Step 3.

Click on the Work Order Status tab found under the Lookups section on the left-hand side of the screen.


Step 4.

Click on the  New icon in the pop-up screen.


Step 5.

Type in your desired wording in the Status field, then click on  New, or OK. Your term will now be added to the Work Flow choices on the right half of the pop-up menu.


Step 6.

Upon exiting the pop-up window, select the newly created field for the status in the Options section, then select  Save. This will now change the default status for a new Work Order.



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